WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

WDR was delisted on the 30th of April, 2021.

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
MRCM
201
M&R Capital Management
New Jersey
$105K 5,428 – –
FCM
202
Flinton Capital Management
Pennsylvania
$91K 4,658 +4,658 New
PAM
203
Panagora Asset Management
Massachusetts
$89K 4,563 -700 -13%
PHK
204
Point72 Hong Kong
Hong Kong
$85K 4,374 +1,174 +37%
RA
205
Rational Advisors
New York
$82K 4,200 +4,200 New
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$80K 4,080 +3,019 +285%
Creative Planning
207
Creative Planning
Kansas
$78K 4,018 -34 -0.8%
TAM
208
Tyers Asset Management
Texas
$75K 3,836 +3,836 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$74K 3,798 +3,798 New
LTFS
210
Ladenburg Thalmann Financial Services
Florida
$71K 3,611 -3,017 -46%
SF
211
Synovus Financial
Georgia
$71K 3,622 – –
OC
212
Oakworth Capital
Alabama
$71K 3,636 – –
MFS
213
MSI Financial Services
Massachusetts
$68K 3,469 -2,368 -41%
RCM
214
Riverhead Capital Management
Delaware
$66K 3,400 – –
DSC
215
Duncker Streett & Co
Missouri
$59K 3,000 – –
NA
216
Neuburgh Advisers
California
$59K 3,014 +3,014 New
IA
217
IFP Advisors
Florida
$58K 2,955 +1,684 +132%
NFG
218
Next Financial Group
Texas
$57K 2,900 -1,000 -26%
Nomura Asset Management
219
Nomura Asset Management
Japan
$56K 2,810 +2,810 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$55K 2,771 -9,846 -78%
CPP
221
Crow Point Partners
Massachusetts
$47K 2,400 +2,400 New
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$44K 2,235 – –
MCIM
223
Meadow Creek Investment Management
Georgia
$43K 2,192 +2,192 New
SBL
224
Sargent Bickham Lagudis
Colorado
$39K 2,000 +2,000 New
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$27K 1,364 -237 -15%
7 8
9
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